Purchases and Sales Made in Q2 2021 in Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. SMALLCAP FUND .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
536K
New
$25M - $27.5M
536K $29.9M
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
83.7K
New
$3.91M - $4.3M
83.7K $4.67M
Aug 16, 2021 Q2 2021
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
72.1K
New
$3.37M - $3.7M
72.1K $4.02M
Aug 13, 2021 Q2 2021
Ubs Group Ag

BUY
 -
44.8K
+ 7.29%
$2.09M - $2.3M
659K $36.8M
Aug 16, 2021 Q2 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.3K
New
$1.13M - $1.25M
24.3K $1.35M
Aug 16, 2021 Q2 2021
First Heartland Consultants, Inc.

BUY
 -
24.1K
New
$1.13M - $1.24M
24.1K $1.35M
Jul 28, 2021 Q2 2021
Kestra Advisory Services, LLC

BUY
 -
12.1K
+ 168.82%
$564K - $619K
19.2K $1.07M
Jul 30, 2021 Q2 2021
Clear Creek Financial Management, LLC

BUY
 -
7.75K
New
$362K - $398K
7.75K $432K
Aug 13, 2021 Q2 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.23K
+ 16.92%
$338K - $371K
50K $2.79M
Aug 16, 2021 Q2 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
7.1K
+ 4.78%
$332K - $365K
156K $8.68M
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.21K
+ 14.82%
$290K - $319K
48.1K $2.68M
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.9K
+ 12.55%
$276K - $303K
52.9K $2.95M
Aug 24, 2021 Q2 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
5.86K
New
$274K - $301K
5.86K $327K
Jul 30, 2021 Q2 2021
Essex Financial Services, Inc.

BUY
 -
5.64K
New
$264K - $290K
5.64K $314K
Aug 09, 2021 Q2 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
4.98K
New
$233K - $256K
4.98K $278K
Aug 12, 2021 Q2 2021
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
4.62K
New
$216K - $237K
4.62K $258K
Aug 10, 2021 Q2 2021
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
4.43K
+ 2.51%
$207K - $227K
181K $10.1M
Jul 29, 2021 Q2 2021
Essex Savings Bank

BUY
 -
4.2K
New
$196K - $216K
4.2K $234K
Jul 27, 2021 Q2 2021
Klingman & Associates, LLC

BUY
 -
4.05K
New
$189K - $208K
4.05K $226K
Jul 30, 2021 Q2 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.31K
+ 53.9%
$154K - $170K
9.44K $526K
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.26K
+ 1.27%
$152K - $167K
260K $14.5M
Aug 16, 2021 Q2 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.01K
+ 1.37%
$141K - $155K
222K $12.4M
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.76K
+ 65.62%
$129K - $142K
6.98K $389K
Jul 19, 2021 Q2 2021
Stratos Wealth Partners, Ltd.

BUY
 -
2.39K
+ 18.29%
$112K - $123K
15.5K $862K
Aug 16, 2021 Q2 2021
Exodus Point Capital Management, LP

New York, NY
BUY
 -
1.97K
New
$92.2K - $101K
1.97K $110K
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
1.94K
+ 36.28%
$90.4K - $99.4K
7.27K $405K
Aug 12, 2021 Q2 2021
Bank Of Montreal

Toronto, A6
BUY
 -
1.75K
New
$81.9K - $89.9K
1.75K $97.7K
Aug 11, 2021 Q2 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.54K
+ 13.72%
$71.9K - $78.9K
12.8K $711K
Aug 12, 2021 Q2 2021
Private Advisor Group, LLC

BUY
 -
1.25K
+ 9.61%
$58.4K - $64.2K
14.3K $795K
Aug 09, 2021 Q2 2021
Meeder Asset Management Inc

BUY
 -
673
+ 8.95%
$31.4K - $34.5K
8.2K $457K
Aug 12, 2021 Q2 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
504
New
$23.5K - $25.9K
504 $28.1K
Jul 29, 2021 Q2 2021
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
353
+ 3.11%
$16.5K - $18.1K
11.7K $653K
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
341
New
$15.9K - $17.5K
341 $19K
Jul 15, 2021 Q2 2021
Global Retirement Partners, LLC

BUY
 -
315
+ 14.23%
$14.7K - $16.2K
2.53K $141K
Aug 16, 2021 Q2 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
301
+ 0.97%
$14.1K - $15.5K
31.4K $1.75M
Jul 28, 2021 Q2 2021
New Square Capital LLC

BUY
 -
290
+ 8.81%
$13.5K - $14.9K
3.58K $200K
Aug 13, 2021 Q2 2021
Barclays PLC

London, X0
BUY
 -
290
New
$13.5K - $14.9K
290 $16.2K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
92
New
$4.3K - $4.72K
92 $5.13K
Jul 20, 2021 Q2 2021
Kmg Fiduciary Partners, LLC

BUY
 -
54
+ 0.67%
$2.52K - $2.77K
8.15K $454K
Aug 12, 2021 Q2 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
12
+ 0.28%
$561 - $616
4.36K $243K
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 0.04%
$93.4 - $103
5.38K $300K
Aug 09, 2021 Q2 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1
+ 0.05%
$46.7 - $51.3
1.97K $110K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

SELL
 -
-29
- 1.15%
$1.35K - $1.49K
2.49K $139K
Jul 27, 2021 Q2 2021
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-50
- 0.23%
$2.34K - $2.57K
21.9K $1.22M
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-56
Closed
$2.62K - $2.87K
0 $0
Aug 10, 2021 Q2 2021
Means Investment Co., Inc.

SELL
 -
-90
- 0.46%
$4.2K - $4.62K
19.3K $1.08M
Aug 02, 2021 Q2 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-100
- 6.84%
$4.67K - $5.13K
1.36K $75.9K
Jul 08, 2021 Q2 2021
Lvm Capital Management LTD

SELL
 -
-120
- 1.69%
$5.61K - $6.16K
6.98K $389K

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